Additionally, you can configure rules for the Top Level but the Top Level should not be used to configure the expense report export (unless advised by the implementation consultant). You will need to configure the Connector for each entity that should connect to Certify. Contact your Certify Implementation Representative or Certify Support for more information. Please Note: If necessary, Intacct Entities can be configured at the Expense Report General Ledger Dimension level. Using the first Employee General Ledger Dimension field, enter ENTITY as the label and mark the GLD as In Use. In Certify, open Configuration and select General Ledger Dimensions. This is achieved by configuring an Employee Level General Ledger Dimension. If you wish to map expense reports to a specific entity in Intacct, each employee in Certify must be assigned to an Entity in Certify. Because Certify is a single entity system, we need to consider how to configure the Connector to integrate into the required entities. Intacct is a multi-entity system, and you may want to process different expense reports for different entities. Entitiesīefore configuring the Connector, you will want to consider how to process your expense reports. This article shows Certify Administrators how to configure the Sage Intacct Connector. The following objects from Intacct can be configured to import to your Certify instance:įor data export back to Intacct, reimbursable expenses can be exported from Certify and imported to Sage Intacct as AP Bills or into Intacct's Expense Report module, while non-reimbursable expenses can be imported as credit card transactions, AP Invoices, or GL Journals.Īfter installing and registering the Sage Intacct, it's time to configure the Connector. The sync imports your company's organizational data (users, entities, departments, etc) into Certify from Intacct, and exports expense report data into Intacct. The Sage Intacct Connector is an API- based bidirectional sync.
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